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Clone an Automation

It is possible to clone an already configured automation to use as a basis for creating a new one.

To proceed, follow these steps:

  • Select the desired automation from the Automations > Marketing Automation section.
    Automations can be cloned from the Active, Draft, Saved tabs.
  • Click the Clone button at the top right.

Clone Automation

  • A new automation will be created and automatically saved as a draft with the same name as the cloned one, plus "(COPY dd/mm/yyyy, hh:mm)".

  • Click the Settings button (at the top right) to rename the automation, add a description, and set the scheduling date (either a specific day or a range of dates).
    By default, the automation is automatically activated at the creation date/time.

    Automation Settings

  • Modify the automation as needed by adding various steps and save the changes by clicking Apply.

  • Finally, click Save to activate the automation at the scheduled date, or Save as Draft to continue working on it later.